Across Sioux Falls, business owners are generous, philanthropic leaders. But philanthropy is a journey that can change during the different seasons of life. We’re helping local business owners navigate new chapters of philanthropy in retirement.
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When leaders of a local private foundation wanted to add more strategy to their grantmaking, they called us for help. Today, this foundation is impacting positive change across our community.
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Not sure how to discuss charitable giving objectives with your clients amid market declines and inflation? These tips can help start the conversation.
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We’re always keeping our eye on legislation and emerging trends related to charitable giving. We’re hopeful these insights on the Charitable Act will be helpful for you as you work with clients.
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These recent legislative updates have caught our attention and we’re hopeful our insights will be helpful to you as you work with your clients.
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He helped his clients realize important charitable tax benefits and he continues to manage the charitable assets in-house, ensuring the continuation of his clients’ long-term investment strategy. How one advisor put our Individually Managed Funds program to work.
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